Acknowledgements
To Thank Donors for Pledges &
Payments
Introduction
• To have a Technical
understanding of
Acknowledgements process.
• Kai Leung Liu, Sr. Oracle
Architect Consultant, Kaitech,
Inc.
History• Acknowledgement was a Caus extract system support by ISS and maintained.
• It was needed to be re-written to our DMS System to produced same Extract with some enhancements.
• We had to designed a system to replace Caus, but modern for our DMS system.
• The designed was based on our Query and Criteria concept to run under the DMS reporting system and maintained by Users.
Topics of Discussion
• What is Acknowledgements?
• What is Acknowledgements made of?
• What is Overview Acknowledgement
Architecture?
• What is Acknowledgement Criteria &
Query?
• How does Acknowledgement integrate
with DMS Reporting?
What is Acknowledgements? • This program basically takes an input file, sorts it, and
determines the appropriate letter code to assign to each
individual record. These records are subsequently written out to
the extract file.
• Explain how all the individual pieces fit togetherTriggerss
Criteria
CO
Assign Codes
Comb Pledges & Payments
Extract
Ack Posted
Comb Spouses
What is Acknowledgement Continue?• A repository of transaction of Pledges & Payments in
ACK_TRANSACTION_POSTED.
• Triggers on both Pledge and Payment table populate
the repository real-time for new transactions.
• CO are special acknowledgement, so they get separate
early in the process and don’t get combine plus receive
assigned code 88.
• Pledges & Payments combine meaning they match for
the same day the pledge is removed and create one
payment acknowledgement.
What is Acknowledgement More?• Combine Spouse based on a set rules to produce
one acknowledgement.
• Criteria are build to filter out subset of donors in
the daily transactions thru queries.
• During the processing of acknowledgement letter
codes will be assigned to the final
acknowledgement.
• Finally, the Extract will be produced to be
download for their word shells to merge the data.
What is Acknowledgements made of?• The components has several parts
are: • Packages:
−CMN_BATCH_ACKNOW_PKG−CMN_ACKNOW_COPY_PKG
• Tables: ALL ACK prefix tables.• Forms: ACK prefix forms.
• Examples: Donor Criteria, Event
Criteria, and B&C Criteria.
What is Acknowledgement Criteria & Query?• Based on Reporting Criteria with Current
Campaign year feature.
• Query is made of Criteria’s and assigned to codes.
• Query can be deactivate and hidden from the
processes.
• Query are order in a specific priority for correct
assignment of codes.
• Query is similar to reporting criteria with Include
and Exclude of Criteria.
How does Acknowledgement integrate with DMS Reporting?
• Acknowledgement Extract are submitted from
the On-line system.
• No Query is necessary because it uses its own
user queries to assigned codes to
acknowledgements.
• Parameter screen for re-run of
acknowledgements for specific range of dates.
• Acknowledgement Extract is setup thru our
security and reporting interface.
Summary
• What acknowledgement is for the
business and key components that
make up the process to build the
extract.
• It’s a self contain system managed
by user to setup letter codes.
• Any questions?
More Information
• Review Tech Docs for
Acknowledgement Overview.
• Check business define requirements.
• 1-900-KAITECH